![James Putnam](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
James Putnam
Voorzitter bij
LPL FINANCIAL HOLDINGS INC.
Vermogen: 38 M $ op 31-05-2026
Profiel
Momenteel bekleedt James S. Putnam de functie van niet-uitvoerend voorzitter bij LPL Financial Holdings, Inc. De heer Putnam is tevens lid van de Raad van Bestuur van LPL Holdings, Inc. Voordien bekleedde hij de functie van Chief Executive Officer van Global Portfolio Advisors Ltd. en was hij Principal bij Dean Witter Reynolds, Inc. De heer Putnam behaalde een bachelordiploma aan de Western Illinois University.
Bekende belangen in openbare bedrijven
| Onderneming | Datum | Aantal aandelen | Totale waarde | Waarderingsdatum |
|---|---|---|---|---|
| 04-06-2026 | 137.291 ( 0,17% ) | 38 M $ | 31-05-2026 |
Actieve functies van James Putnam
| Bedrijven | Functie | Begin |
|---|---|---|
| LPL FINANCIAL HOLDINGS INC. | Voorzitter | 03-03-2017 |
LPL Holdings, Inc.
 LPL Holdings, Inc. Investment ManagersFinance Operates as a holding company with interest in the investment industry | Directeur/Bestuurslid | - |
Eerdere bekende functies van James Putnam
| Bedrijven | Functie | Einde |
|---|---|---|
Global Portfolio Advisors Ltd.
 Global Portfolio Advisors Ltd. Investment Banks/BrokersFinance Provides brokerage services | Algemeen Directeur | 01-01-2014 |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Directeur/Bestuurslid | 25-04-2008 |
Dean Witter Reynolds, Inc.
 Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Corporate Officer/Principal | - |
Opleiding van James Putnam
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
59
Eerstegraads connecties
6
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
LPL Financial Holdings, Inc.
 LPL Financial Holdings, Inc. Investment Banks/BrokersFinance Operates as an investment holding company with interests in technology, brokerage and investment advisory services | Finance |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Finance |
Dean Witter Reynolds, Inc.
Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Finance |
Western Illinois University
 Western Illinois University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
LPL Holdings, Inc.
LPL Holdings, Inc. Investment ManagersFinance Operates as a holding company with interest in the investment industry | Finance |
Global Portfolio Advisors Ltd.
Global Portfolio Advisors Ltd. Investment Banks/BrokersFinance Provides brokerage services | Finance |
